Aurora Investment Counsel
ATLANTA GA · SEC CIK 0001316397
$1.94亿2026Q2 申报市值
113持仓数
15.0%前十大占比 · 第一大 1.7%
21 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TILE 新建仓+$304.34万
ELF 新建仓+$286.76万
ALLE 新建仓+$284.48万
LYFT 新建仓+$265.65万
DPZ 新建仓+$240.47万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$704.06万
ETR 清仓-$326.73万
EXTR 减仓-$307.52万
QCOM 清仓-$268.53万
TWLO 清仓-$234.39万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ZTO | ZTO EXPRESS CAYMAN INC | $324.27万 | 1.67% | 144,891 | -4,304 | -2.9% | -$9.63万 | 减仓 |
| DORM | DORMAN PRODS INC | $316.09万 | 1.63% | 23,165 | -2,447 | -9.6% | -$33.39万 | 减仓 |
| TILE | INTERFACE INC | $304.34万 | 1.57% | 84,917 | 84,917 | — | $304.34万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $289.78万 | 1.49% | 16,258 | 83 | 0.5% | $1.48万 | 加仓 |
| CART | MAPLEBEAR INC | $288.78万 | 1.49% | 60,989 | -1,688 | -2.7% | -$7.99万 | 减仓 |
| ELF | E L F BEAUTY INC | $286.76万 | 1.48% | 38,751 | 38,751 | — | $286.76万 | 新建仓 |
| ALLE | ALLEGION PLC | $284.48万 | 1.46% | 20,249 | 20,249 | — | $284.48万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $275.78万 | 1.42% | 38,919 | 890 | 2.3% | $6.31万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $272.97万 | 1.40% | 91,448 | -1,870 | -2.0% | -$5.58万 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION | $271.40万 | 1.40% | 111,049 | -4,927 | -4.2% | -$12.04万 | 减仓 |
| LYFT | LYFT INC | $265.65万 | 1.37% | 181,830 | 181,830 | — | $265.65万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $262.93万 | 1.35% | 68,633 | -2,051 | -2.9% | -$7.86万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $260.21万 | 1.34% | 5,672 | -68 | -1.2% | -$3.12万 | 减仓 |
| SO | SOUTHERN CO | $256.57万 | 1.32% | 26,807 | -1,083 | -3.9% | -$10.37万 | 减仓 |
| QLYS | QUALYS INC | $256.46万 | 1.32% | 18,653 | -489 | -2.6% | -$6.72万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $252.87万 | 1.30% | 30,082 | -10,761 | -26.3% | -$90.46万 | 减仓 |
| NDAQ | NASDAQ INC | $249.92万 | 1.29% | 31,708 | 748 | 2.4% | $5.90万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $248.91万 | 1.28% | 57,846 | -255 | -0.4% | -$1.10万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $245.57万 | 1.26% | 75,864 | -95,002 | -55.6% | -$307.52万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $240.47万 | 1.24% | 8,123 | 8,123 | — | $240.47万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $239.22万 | 1.23% | 12,616 | -218 | -1.7% | -$4.13万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $237.20万 | 1.22% | 65,148 | 2,365 | 3.8% | $8.61万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $235.15万 | 1.21% | 7,130 | -158 | -2.2% | -$5.21万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $234.09万 | 1.20% | 258,667 | -4,963 | -1.9% | -$4.49万 | 减仓 |
| DXCM | DEXCOM INC | $234.00万 | 1.20% | 34,744 | -892 | -2.5% | -$6.01万 | 减仓 |
| PGR | PROGRESSIVE CORP | $232.63万 | 1.20% | 10,649 | 128 | 1.2% | $2.80万 | 加仓 |
| PAYX | PAYCHEX INC | $228.69万 | 1.18% | 23,257 | -583 | -2.4% | -$5.73万 | 减仓 |
| BLBD | BLUE BIRD CORP | $228.49万 | 1.18% | 28,937 | -8,187 | -22.1% | -$64.64万 | 减仓 |
| GL | GLOBE LIFE INC | $228.05万 | 1.17% | 12,763 | -1,022 | -7.4% | -$18.26万 | 减仓 |
| EVR | EVERCORE INC | $227.33万 | 1.17% | 6,658 | 6,658 | — | $227.33万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $226.51万 | 1.17% | 25,269 | -655 | -2.5% | -$5.87万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $223.67万 | 1.15% | 5,184 | -16,318 | -75.9% | -$704.06万 | 减仓 |
| PODD | INSULET CORP | $223.38万 | 1.15% | 14,672 | 14,672 | — | $223.38万 | 新建仓 |
| ANIP | ANI PHARMACEUTICALS INC | $222.60万 | 1.14% | 26,890 | 26,890 | — | $222.60万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $222.56万 | 1.14% | 26,313 | -515 | -1.9% | -$4.36万 | 减仓 |
| KBR | KBR INC | $219.30万 | 1.13% | 63,509 | 63,509 | — | $219.30万 | 新建仓 |
| CHWY | CHEWY INC | $217.42万 | 1.12% | 110,648 | 110,648 | — | $217.42万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $213.26万 | 1.10% | 44,484 | -1,397 | -3.0% | -$6.70万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $211.46万 | 1.09% | 15,957 | -702 | -4.2% | -$9.30万 | 减仓 |
| MCK | MCKESSON CORP | $211.34万 | 1.09% | 2,797 | 2,797 | — | $211.34万 | 新建仓 |
| NTAP | NETAPP INC | $209.48万 | 1.08% | 13,536 | -8,990 | -39.9% | -$139.13万 | 减仓 |
| APH | AMPHENOL CORP | $206.31万 | 1.06% | 11,701 | 11,701 | — | $206.31万 | 新建仓 |
| VEEV | VEEVA SYS INC | $202.79万 | 1.04% | 11,427 | 246 | 2.2% | $4.37万 | 加仓 |
| CARG | CARGURUS INC | $199.76万 | 1.03% | 58,597 | -766 | -1.3% | -$2.61万 | 减仓 |
| SN | SHARKNINJA INC | $198.38万 | 1.02% | 13,028 | -1,822 | -12.3% | -$27.74万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $198.24万 | 1.02% | 8,616 | -390 | -4.3% | -$8.97万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $196.40万 | 1.01% | 27,709 | 669 | 2.5% | $4.74万 | 加仓 |
| INTU | INTUIT | $196.06万 | 1.01% | 7,512 | -124 | -1.6% | -$3.24万 | 减仓 |
| TRMB | TRIMBLE INC | $192.38万 | 0.99% | 37,588 | 37,588 | — | $192.38万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $191.26万 | 0.98% | 25,501 | 3,906 | 18.1% | $29.30万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $187.18万 | 0.96% | 43,857 | 43,857 | — | $187.18万 | 新建仓 |
| YELP | YELP INC | $186.45万 | 0.96% | 76,040 | -2,110 | -2.7% | -$5.17万 | 减仓 |
| CPRT | COPART INC | $183.47万 | 0.94% | 65,083 | 1,425 | 2.2% | $4.02万 | 加仓 |
| ADUS | ADDUS HOMECARE CORP | $182.05万 | 0.94% | 18,120 | -185 | -1.0% | -$1.86万 | 减仓 |
| NTES | NETEASE COM INC | $178.97万 | 0.92% | 13,967 | -1,765 | -11.2% | -$22.62万 | 减仓 |
| WAY | WAYSTAR HLDG CORP | $176.46万 | 0.91% | 85,951 | 6,951 | 8.8% | $14.27万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $174.93万 | 0.90% | 51,119 | -841 | -1.6% | -$2.88万 | 减仓 |
| CPAY | CORPAY INC | $174.63万 | 0.90% | 5,240 | -903 | -14.7% | -$30.09万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $174.41万 | 0.90% | 5,154 | 5,154 | — | $174.41万 | 新建仓 |
| FTDR | FRONTDOOR INC | $171.24万 | 0.88% | 22,070 | 22,070 | — | $171.24万 | 新建仓 |
| BWA | BORGWARNER INC | $169.36万 | 0.87% | 25,506 | 25,506 | — | $169.36万 | 新建仓 |
| KARO | KAROOOOO LTD | $169.05万 | 0.87% | 34,249 | -1,496 | -4.2% | -$7.38万 | 减仓 |
| WDAY | WORKDAY INC | $167.69万 | 0.86% | 13,698 | -59 | -0.4% | -$7,223 | 减仓 |
| GEN | GEN DIGITAL INC | $164.52万 | 0.85% | 66,099 | -3,777 | -5.4% | -$9.40万 | 减仓 |
| PINS | PINTEREST INC | $164.14万 | 0.84% | 78,052 | 148 | 0.2% | $3,112 | 加仓 |
| BALL | BALL CORP | $161.15万 | 0.83% | 25,825 | -275 | -1.1% | -$1.72万 | 减仓 |
| ADBE | ADOBE INC | $159.18万 | 0.82% | 7,764 | 109 | 1.4% | $2.23万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $153.35万 | 0.79% | 47,967 | -3,514 | -6.8% | -$11.23万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $152.88万 | 0.79% | 31,430 | -567 | -1.8% | -$2.76万 | 减仓 |
| GLPI | GAMING & LEISURE P | $151.97万 | 0.78% | 34,128 | -641 | -1.8% | -$2.85万 | 减仓 |
| COO | COOPER COS INC | $149.64万 | 0.77% | 20,867 | -139 | -0.7% | -$9,968 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $149.40万 | 0.77% | 59,145 | -2,101 | -3.4% | -$5.31万 | 减仓 |
| MORN | MORNINGSTAR INC | $148.45万 | 0.76% | 9,515 | -10 | -0.1% | -$1,560 | 减仓 |
| ATR | APTARGROUP INC | $147.55万 | 0.76% | 11,785 | 1,248 | 11.8% | $15.62万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $147.03万 | 0.76% | 8,724 | -1,477 | -14.5% | -$24.89万 | 减仓 |
| BSY | BENTLEY SYS INC | $146.42万 | 0.75% | 48,987 | -1,208 | -2.4% | -$3.61万 | 减仓 |
| G | GENPACT LIMITED | $144.97万 | 0.75% | 52,716 | -1,687 | -3.1% | -$4.64万 | 减仓 |
| VNOM | VIPER ENERGY INC | $144.30万 | 0.74% | 34,032 | -1,588 | -4.5% | -$6.73万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $142.71万 | 0.73% | 18,233 | -219 | -1.2% | -$1.71万 | 减仓 |
| AMRZ | AMRIZE LTD | $142.02万 | 0.73% | 26,645 | 26,645 | — | $142.02万 | 新建仓 |
| FIVN | FIVE9 INC | $136.72万 | 0.70% | 64,127 | -3,498 | -5.2% | -$7.46万 | 减仓 |
| BRC | BRADY CORP | $134.21万 | 0.69% | 14,657 | -7,166 | -32.8% | -$65.62万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $131.45万 | 0.68% | 7,478 | -732 | -8.9% | -$12.87万 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $129.87万 | 0.67% | 17,744 | 1,693 | 10.5% | $12.39万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $128.60万 | 0.66% | 10,232 | 2 | 0.0% | $251 | 加仓 |
| VVX | V2X INC | $128.46万 | 0.66% | 17,229 | -4,547 | -20.9% | -$33.90万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $122.73万 | 0.63% | 92,555 | 271 | 0.3% | $3,593 | 加仓 |
| EXC | EXELON CORP | $116.86万 | 0.60% | 25,066 | -549 | -2.1% | -$2.56万 | 减仓 |
| GDDY | GODADDY INC | $114.11万 | 0.59% | 13,444 | -524 | -3.8% | -$4.45万 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $109.21万 | 0.56% | 99,460 | -7,295 | -6.8% | -$8.01万 | 减仓 |
| DCI | DONALDSON INC | $102.20万 | 0.53% | 11,385 | -8,869 | -43.8% | -$79.62万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $101.24万 | 0.52% | 6,311 | -381 | -5.7% | -$6.11万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $100.16万 | 0.52% | 30,602 | -143 | -0.5% | -$4,680 | 减仓 |
| MNDY | MONDAY COM LTD | $100.08万 | 0.51% | 13,825 | -3,725 | -21.2% | -$26.97万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $98.13万 | 0.50% | 9,375 | -7,490 | -44.4% | -$78.40万 | 减仓 |
| — | CHART INDS INC | $97.58万 | 0.50% | 4,670 | -188 | -3.9% | -$3.93万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $67.89万 | 0.35% | 27,343 | -1,499 | -5.2% | -$3.72万 | 减仓 |
| EPAM | EPAM SYS INC | $57.85万 | 0.30% | 7,290 | -64 | -0.9% | -$5,078 | 减仓 |
| WEX | WEX INC | $56.52万 | 0.29% | 4,006 | -505 | -11.2% | -$7.13万 | 减仓 |
| XYL | XYLEM INC | $55.83万 | 0.29% | 4,723 | 4,723 | — | $55.83万 | 新建仓 |